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Robert David Gleyze

Janney Montgomery Scott LLC

Sewickley (Wexford), PA

CRD 2499337

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Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-06
CA RA APPROVED 2013-07-02
OH RA APPROVED 2013-05-14
NC RA APPROVED 2008-10-06
PA RA APPROVED 2005-06-25
  • TX RA
    APPROVED
    Since 2021-01-06
  • CA RA
    APPROVED
    Since 2013-07-02
  • OH RA
    APPROVED
    Since 2013-05-14
  • NC RA
    APPROVED
    Since 2008-10-06
  • PA RA
    APPROVED
    Since 2005-06-25

Branch Locations

2200 Georgetown Drive Suite 400, Sewickley (Wexford), PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Pittsburgh PA 06/2005 Present
Previous Registrations
  • 2005-02-08 → 2005-06-25
    Parker/Hunter Incorporated
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-19
S63 Uniform Securities Agent State Law Examination 1994-08-05
  • S65 Uniform Investment Adviser Law Examination
    1994-08-19
  • S63 Uniform Securities Agent State Law Examination
    1994-08-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS
AUFMAN ASSOCIATES INC
VAM GROUP, LLC

Nearby Investors

WILLIAM EDWARD WOLFE
BRIANNE DOROTHY KING
PAUL MEHNO

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · SEWICKLEY, PA
AUFMAN ASSOCIATES INC · SEWICKLEY, PA
VAM GROUP, LLC · SEWICKLEY, PA

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